WMS Partners’s CONCUR TECHNOLOGIES INC CNQR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q4
Sell
-5,325
Closed -$675K 262
2014
Q3
$675K Hold
5,325
0.11% 114
2014
Q2
$497K Buy
5,325
+680
+15% +$59.6K 0.08% 142
2014
Q1
$460K Buy
4,645
+920
+25% +$104K 0.07% 151
2013
Q4
$384K Sell
3,725
-1,725
-32% -$174K 0.06% 157
2013
Q3
$602K Hold
5,450
0.12% 95
2013
Q2
$444K Buy
+5,450
New +$415K 0.08% 123

WMS Partners's CNQR Position: Q4 2014 in Review

WMS Partners sold out of CONCUR TECHNOLOGIES INC (CNQR) in Q4 2014, closing a stake of 5,325 shares — an estimated $675K sold.

WMS Partners first reported a position in CNQR in Q2 2013 and held it in 6 quarters. The position peaked at $675K in Q3 2014. 0 funds tracked by Wall St. Rank hold CNQR as of Q4 2014.

  • WMS Partners reported no remaining CONCUR TECHNOLOGIES INC position as of Q4 2014 after selling out during the quarter.
  • WMS Partners sold 5,325 CONCUR TECHNOLOGIES INC shares in Q4 2014, an estimated $675K.
  • WMS Partners first reported a position in CONCUR TECHNOLOGIES INC in Q2 2013 and held it in 6 quarters.
  • WMS Partners's CONCUR TECHNOLOGIES INC position peaked at $675K in Q3 2014.
  • 0 funds tracked by Wall St. Rank held CONCUR TECHNOLOGIES INC as of Q4 2014.

Based on WMS Partners's 13F filing for Q4 2014, filed 13 Feb 2015.